Not sure what is exact criteria for row to get “Y”. Is it only sufficient that within same Account there is row (doesn’t have to be previous or next) within 24 month period?
The criteria to achieve Y is the dates within the same account have to be within 24 months of each other. So if:
Account | Date | Meets 24-month Criteria
Account 3 | 1/1/2019 | Y (Note: This is a Y because it falls within 24 months of another time within the same account)
Account 3 | 8/7/2014 | N (Note: This is a N because no other time falls within 24 months within the same account)
Account 3 | 8/9/2019 | Y (Note: This is a Y because it falls within 24 months of another time within the same account)
Account 3 | 5/1/2007 | Y (Note: This is a Y because it falls within 24 months of another time within the same account)
Account 3 | 1/1/2007 | Y (Note: This is a Y because it falls within 24 months of another time within the same account)
After further analysis you are correct, Armin’s recommendation if I understood it’s application correctly only covers the record right above to see if it fits the criteria. There are variables with different amounts of Account rows. (Some have 2, some have 3, some have 4, some have 5, etc.) So I will dive into your workflow recommendation and test if it’ll solve my application.